Civic Intelligence

Rotary International Portage Rotary Club

990EZ • Fiscal year 2018 • EIN 38-6150528

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

Organization ProfileN/A
PO Box 55Portage, MI 49081

(269) 329-6179

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

90th percentile

0.43x

Higher debt load relative to assets than 90% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

86th percentile

0.28x

Higher debt load relative to revenue than 86% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

35th percentile

-2.7%

Higher net margin than 35% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

23rd percentile

-12%

Faster asset growth than 23% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

34th percentile

-7.8%

Faster revenue growth than 34% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$22,025

Down $3,007 (-12%) from 2017

Net Assets

Down

$12,450

Down $927 (-6.9%) from 2017

Liabilities

Down

$9,575

Down $2,080 (-18%) from 2017

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin35th percentile

Revenue

Down

$34,375

Down $2,916 (-7.8%) from 2017

Expenses

Down

$35,302

Down $3,157 (-8.2%) from 2017

Net Income

Up

-$927

Up $241 (+21%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2011: $4,455Net Assets 2011: $4,4552011Assets 2012: $6,686Net Assets 2012: $6,6862012Assets 2013: $5,357Liabilities 2013: $0Net Assets 2013: $5,3572013Assets 2014: $11,215Liabilities 2014: $4,375Net Assets 2014: $6,8402014Assets 2015: $13,531Liabilities 2015: $0Net Assets 2015: $13,5312015Assets 2016: $14,545Liabilities 2016: $0Net Assets 2016: $14,5452016Assets 2017: $25,032Liabilities 2017: $11,655Net Assets 2017: $13,3772017Assets 2018: $22,025Liabilities 2018: $9,575Net Assets 2018: $12,4502018Assets 2019: $22,308Liabilities 2019: $10,575Net Assets 2019: $11,7332019Assets 2020: $18,370Liabilities 2020: $3,736Net Assets 2020: $14,6342020Assets 2021: $26,849Liabilities 2021: $7,220Net Assets 2021: $19,6292021Assets 2022: $32,972Liabilities 2022: $2,123Net Assets 2022: $30,8492022Assets 2023: $39,056Liabilities 2023: $0Net Assets 2023: $39,0562023Assets 2024: $46,737Liabilities 2024: $0Net Assets 2024: $46,7372024Assets 2025: $57,086Net Assets 2025: $57,0862025

Highlighted filing

2018

Assets$22,025
Liabilities$9,575
Net Assets$12,450
Open 2018 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $38,530Expenses 2011: $39,465Net Income 2011: -$9352011Revenue 2012: $41,014Expenses 2012: $38,783Net Income 2012: $2,2312012Revenue 2013: $37,355Expenses 2013: $36,449Net Income 2013: $9062013Revenue 2014: $38,434Expenses 2014: $36,951Net Income 2014: $1,4832014Revenue 2015: $43,568Expenses 2015: $36,876Net Income 2015: $6,6922015Revenue 2016: $38,957Expenses 2016: $37,945Net Income 2016: $1,0122016Revenue 2017: $37,291Expenses 2017: $38,459Net Income 2017: -$1,1682017Revenue 2018: $34,375Expenses 2018: $35,302Net Income 2018: -$9272018Revenue 2019: $37,382Expenses 2019: $38,100Net Income 2019: -$7182019Revenue 2020: $28,029Expenses 2020: $25,128Net Income 2020: $2,9012020Revenue 2021: $15,396Expenses 2021: $10,411Net Income 2021: $4,9852021Revenue 2022: $30,640Expenses 2022: $19,421Net Income 2022: $11,2192022Revenue 2023: $40,076Expenses 2023: $31,870Net Income 2023: $8,2062023Revenue 2024: $40,650Expenses 2024: $32,969Net Income 2024: $7,6812024Revenue 2025: $49,447Expenses 2025: $39,098Net Income 2025: $10,3492025

Highlighted filing

2018

Revenue$34,375
Expenses$35,302
Net Income-$927
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$34,375
Mission and Program Overview

Mission

Service club which supports humanitarian efforts locally and around the world.

Program Services

DescriptionGrantsExpenses
ERADICATION OF POLIO AND SUPPLY CLEAN DRINKING WATER AROUND THE WORLD.-$9,725
PROVIDE LUNCHEN FOR SCHOLARSHIP AWARD RECEIPIENTS-$312
PROVIDE LUNCHEN FOR ACKNOWLEDGEMENT OF COMMUNITY SERVICE AWARD-$196
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES MARTINPresident-$0--
DAVID JEWELLPresident El-$0--
CHRISTY KLEINSecretary-$0--
DANIEL MELNIKTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
38-6150528
Phone
2693296179
Address
PO BOX 55, PORTAGE, MI 49081

Signing Officer

Name
Daniel Melnik
Title
Treasurer
Phone
2693831900
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Flegal & Melnik
Address
350 GLADYS ST, PORTAGE, MI 49002-2955
Preparer
Daniel E Melnik
Phone
2693831900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses guest lunches 543 supplies 1,527 po box fees 54 bank charges 1 square fees 5 dacdb 210 pets training 375 insurance 102 district 6360 dues 3,520 rotary international dues 6,205 lunch expense 19,492 comm svc lunchen 196 scholarship lunchen 312 total 32,542”

Form 990-ez, Part II, Line 26

“Deferred revenue 11,655 9,575”

Form 990-ez, Part III

“Service club which supports humanitarian efforts locally and around the world.”

Raw XML Appendix114 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DANIEL MELNIK
IRS990EZ/BooksInCareOfDetail/PhoneNum02693831900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 55
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTAGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049081
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025032
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022025
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-927
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025032
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022025
IRS990EZ/GrossReceiptsAmt034375
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt034375
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013377
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012450
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013377
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012450
IRS990EZ/OccupancyRentUtltsAndMaintAmt02760
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID JEWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTY KLEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DANIEL MELNIK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032542
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE CLUB WHICH SUPPORTS HUMANITARIAN EFFORTS LOCALLY AND AROUND THE WORLD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ERADICATION OF POLIO AND SUPPLY CLEAN DRINKING WATER AROUND THE WORLD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE LUNCHEN FOR ACKNOWLEDGEMENT OF COMMUNITY SERVICE AWARD
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE LUNCHEN FOR SCHOLARSHIP AWARD RECEIPIENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09725
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1196
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2312
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt011655
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt09575
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035302
IRS990EZ/TotalProgramServiceExpensesAmt010233
IRS990EZ/TotalRevenueAmt034375
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES GUEST LUNCHES 543 SUPPLIES 1,527 PO BOX FEES 54 BANK CHARGES 1 SQUARE FEES 5 DACDB 210 PETS TRAINING 375 INSURANCE 102 DISTRICT 6360 DUES 3,520 ROTARY INTERNATIONAL DUES 6,205 LUNCH EXPENSE 19,492 COMM SVC LUNCHEN 196 SCHOLARSHIP LUNCHEN 312 TOTAL 32,542
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEFERRED REVENUE 11,655 9,575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SERVICE CLUB WHICH SUPPORTS HUMANITARIAN EFFORTS LOCALLY AND AROUND THE WORLD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL MELNIK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02693831900
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PORTAGE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0386150528
ReturnHeader/Filer/PhoneNum02693296179
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 55
ReturnHeader/Filer/USAddress/CityNm0PORTAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049081
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D1A5527A5545124BD8A3AAADD79FC22A9B023494
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D1A5527A5545124BD8A3AAADD79FC22A9B023494
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.176.35.196
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:10:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383363225
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FLEGAL & MELNIK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 GLADYS ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0490022955
ReturnHeader/PreparerPersonGrp/PhoneNum02693831900
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL E MELNIK
ReturnHeader/ReturnTs02018-11-15T14:10:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,025
Liabilities
$9,575
Net assets
$12,450
Revenue
$34,375
Expenses
$35,302
Net income
-$927
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$57.1$57.1$49.4$39.1$10.3
2024Detailed filing. Detailed filing data is available for this year.$46.7$0.00$46.7$40.7$33.0$7.68
2023Detailed filing. Detailed filing data is available for this year.$39.1$0.00$39.1$40.1$31.9$8.21
2022Detailed filing. Detailed filing data is available for this year.$33.0$2.12$30.8$30.6$19.4$11.2
2021Detailed filing. Detailed filing data is available for this year.$26.8$7.22$19.6$15.4$10.4$4.99
2020Detailed filing. Detailed filing data is available for this year.$18.4$3.74$14.6$28.0$25.1$2.90
2019Detailed filing. Detailed filing data is available for this year.$22.3$10.6$11.7$37.4$38.1$0.72
2018Detailed filing. Detailed filing data is available for this year.$22.0$9.58$12.5$34.4$35.3$0.93
2017Detailed filing. Detailed filing data is available for this year.$25.0$11.7$13.4$37.3$38.5$1.17
2016Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$39.0$37.9$1.01
2015Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$43.6$36.9$6.69
2014Detailed filing. Detailed filing data is available for this year.$11.2$4.38$6.84$38.4$37.0$1.48
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.36$0.00$5.36$37.4$36.4$0.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.69$6.69$41.0$38.8$2.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.46$4.46$38.5$39.5$0.94